Phone  (03) 9370 1989

Suite 1, Level 2, 77 Raleigh Street, Essendon, 3040

 

Why we are a fee for service financial planning practice

1. No conflict of interest. PAG rebate back to our clients any and all commission. This means that there is no conflict of interest becuase we do not have any financial interest in the outcome of the client's investment decision. In particular we are not paid by a third party whose interests are different to the client's interests. 

2. Greater transparency. Clients know exactly how much the adviser is being paid and who is paying it.

3. Value of advice. Advice is provided in a professional and competent manner. It is based on a long term business model rather than a sale based short term model.

4. Tax deductibility. Generally commisions are not tax deductible, creating significant advantage for clients of a fee for service practice.

Please give us a call or request a call back to discuss our range of financial services 

Request Call Back

 

 



Financial Planning
         SMSF Specialist

 

 

   Affiliated Partner:

Xero Silver Partner  

  

Reckon Professional Partner   
MYOB Professional Partner

 

 

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